Cm Wealth Advisors »

Blackstone Group Inc Com Cl A shares owned by Cm Wealth Advisors

Quarter-by-quarter ownership of Blackstone Group Inc Com Cl A (BX) shares owned by Cm Wealth Advisors from 13F filings

Historical chart of Cm Wealth Advisors investment in Blackstone Group Inc Com Cl A

Tip: Access up to 7 years of quarterly data

All positions including Blackstone Group Inc Com Cl A held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Blackstone Group Inc Com Cl A by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $573k 4.7k 121.50
2023-06-30 $563k 5.3k 105.84
2023-03-31 $2.5M 29k 85.32

More positions owned by Cm Wealth Advisors

iShares S&P 100 Index (OEF)
SPDR Dow Jones Industrial Average ETF (DIA)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Dividend Appreciation ETF (VIG)
iShares Russell 1000 Index (IWB)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 2000 Value Index (IWN)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Total Stock Market ETF (VTI)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Invesco S&p 500 Equal Weight Etf (RSP)
Alphabet Inc Class A cs (GOOGL)

View all positions for Cm Wealth Advisors

Top funds holding Blackstone Group Inc Com Cl A

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Edgewood Management
Bank of America Corporation
Royal Bank of Canada
Reed Conner & Birdwell
Susquehanna International
Citadel Advisors
Northern Trust
Legal & General Group
UBS Group
Brown Advisory Holdings Incorporated

View all funds holding Blackstone Group Inc Com Cl A